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14/01/2025
21/04/2025
Virtual Event: Retire This Year | January 14, 2025
Designed for those 59 or older with $500,000 or more saved for retirement, this session will help you take the first step toward making your retirement dream a reality.
About the event
If you keep saying you’ll retire someday but aren’t sure if you can
—or how to get started—this free virtual event is for you.
Designed for those 59 or older with $500,000 or more saved for retirement, this session will help you take the first step toward making your retirement dream a reality.
Join financial advisor Holly Simeone for a straightforward and practical presentation that will help you:
- Turn “someday” into a real retirement plan
- Set achievable goals and timelines for 2025
- Maximize your savings and Social Security
- Plan for a long and active retirement.
What’s included:
A 30-minute presentation designed to help you create an actionable retirement plan for 2025, plus a 15-minute live Q&A.
Best for:
Individuals ages 59 and up who have $500,000 saved for retirement and are ready to get serious about retiring.
Register for this event
Don’t put your retirement plans off another year—reserve your spot today and turn “someday” into “this year!”
Reservations are required. You will receive a link to log in to the Zoom event at the email address used to register.
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Holly Simeone
Financial Advisor
Your Host
Holly is a Certified Estate and Trust Specialist and financial advisor at Berkshire Money Management. She is skilled at helping recently or soon-to-be retired professionals secure their financial futures. Holly specializes in guiding families through the often-emotional process of structuring their estates to protect legacies and reduce taxes.
